+930.3%
ATI vs TECH
+187.9%
+742.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.1% | -3.8% | -3.7% |
| 7D | +4.2% | +0.1% | +4.0% | +4.1% |
| 30D | -2.5% | +0.5% | -3.1% | -2.7% |
| 3M | -19.4% | +1.1% | -20.5% | -19.7% |
| 6M | +11.1% | +62.8% | -51.8% | -8.1% |
| YTD | +59.5% | +24.5% | +35.1% | +42.3% |
| 1Y | +85.8% | +20.6% | +65.1% | +67.4% |
| 3Y | +311.9% | +29.5% | +282.4% | +237.6% |
| 5Y | +963.2% | -40.9% | +1,004.2% | +1,101.1% |
| All | +930.3% | +187.9% | +742.4% | +258.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded TECH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling